Edgestream Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $571K | Buy |
2,030
+312
| +18% | +$78.6K | 0.02% | 772 |
|
|
2026
Q1 | $416K | Sell |
1,718
-14,485
| -89% | -$3.92M | 0.01% | 760 |
|
|
2025
Q4 | $4.8M | Buy |
16,203
+8,568
| +112% | +$2.57M | 0.14% | 260 |
|
|
2025
Q3 | $2.15M | Sell |
7,635
-5,358
| -41% | -$1.4M | 0.06% | 514 |
|
|
2025
Q2 | $3.83M | Buy |
12,993
+4,426
| +52% | +$1.14M | 0.11% | 361 |
|
|
2025
Q1 | $2.13M | Buy |
8,567
+2,424
| +39% | +$593K | 0.07% | 475 |
|
|
2024
Q4 | $1.35M | Sell |
6,143
-161
| -3% | -$35.9K | 0.06% | 493 |
|
|
2024
Q3 | $1.39M | Buy |
6,304
+1,098
| +21% | +$215K | 0.06% | 502 |
|
|
2024
Q2 | $900K | Sell |
5,206
-3,921
| -43% | -$681K | 0.04% | 547 |
|
|
2024
Q1 | $1.74M | Buy |
9,127
+4,971
| +120% | +$907K | 0.09% | 364 |
|
|
2023
Q4 | $680K | Sell |
4,156
-11,526
| -73% | -$1.74M | 0.05% | 536 |
|
|
2023
Q3 | $2.2M | Buy |
+15,682
| New | +$2.23M | 0.18% | 168 |
|
|
2023
Q2 | – | Sell |
-14,135
| Closed | -$1.85M | – | 796 |
|
|
2023
Q1 | $1.85M | Buy |
14,135
+12,623
| +835% | +$1.69M | 0.2% | 164 |
|
|
2022
Q4 | $213K | Sell |
1,512
-11,596
| -88% | -$1.6M | 0.02% | 472 |
|
|
2022
Q3 | $1.56M | Buy |
+13,108
| New | +$1.72M | 0.12% | 228 |
|
|
2022
Q1 | – | Sell |
-4,242
| Closed | -$567K | – | 580 |
|
|
2021
Q4 | $567K | Buy |
+4,242
| New | +$532K | 0.04% | 376 |
|
|
2020
Q1 | – | Sell |
-28,052
| Closed | -$3.6M | – | 333 |
|
|
2019
Q4 | $3.6M | Buy |
+28,052
| New | +$3.65M | 0.19% | 147 |
|
|
2019
Q3 | – | Sell |
-5,630
| Closed | -$742K | – | 285 |
|
|
2019
Q2 | $742K | Buy |
5,630
+4,134
| +276% | +$543K | 0.08% | 158 |
|
|
2019
Q1 | $202K | Sell |
1,496
-1,168
| -44% | -$149K | 0.03% | 203 |
|
|
2018
Q4 | $290K | Buy |
2,664
+659
| +33% | +$79.1K | 0.05% | 199 |
|
|
2018
Q3 | $290K | Buy |
+2,005
| New | +$280K | 0.05% | 225 |
|
|
2016
Q1 | – | Sell |
-4,275
| Closed | -$562K | – | 78 |
|
|
2015
Q4 | $562K | Buy |
+4,275
| New | +$574K | 1.6% | 20 |
|
|
2015
Q3 | – | Sell |
-8,592
| Closed | -$1.34M | – | 77 |
|
|
2015
Q2 | $1.34M | Sell |
8,592
-566
| -6% | -$91K | 0.92% | 29 |
|
|
2015
Q1 | $1.41M | Buy |
9,158
+4,893
| +115% | +$742K | 1.83% | 14 |
|
|
2014
Q4 | $654K | Buy |
4,265
+740
| +21% | +$118K | 1.49% | 20 |
|
|
2014
Q3 | $640K | Sell |
3,525
-1,465
| -29% | -$267K | 0.56% | 42 |
|
|
2014
Q2 | $865K | Sell |
4,990
-4,108
| -45% | -$739K | 0.55% | 44 |
|
|
2014
Q1 | $1.67M | Buy |
+9,098
| New | +$1.6M | 1.78% | 17 |
|
Other funds holding IBM
Edgestream Partners's IBM Position: Q2 2026 in Review
Edgestream Partners increased its IBM (IBM) stake by 18% in Q2 2026, buying an estimated $78.6K and bringing the position to 2,030 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #772.
Edgestream Partners first reported a position in IBM in Q1 2014 and has held it in 28 quarters since. The position peaked at $4.8M in Q4 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Edgestream Partners held 2,030 shares of IBM worth $571K as of Q2 2026.
- Edgestream Partners bought 312 IBM shares in Q2 2026, an estimated $78.6K.
- IBM made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #772 holding.
- Edgestream Partners first reported a position in IBM in Q1 2014 and has held it in 28 quarters since.
- Edgestream Partners's IBM position peaked at $4.8M in Q4 2025.
- 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.